FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$487K
3
+$339K
4
KVUE icon
Kenvue
KVUE
+$226K
5
ADBE icon
Adobe
ADBE
+$211K

Top Sells

1
+$2.12M
2
+$413K
3
+$399K
4
TSLA icon
Tesla
TSLA
+$301K
5
NVDA icon
NVIDIA
NVDA
+$277K

Sector Composition

1 Technology 31.63%
2 Financials 26.39%
3 Consumer Discretionary 15.04%
4 Communication Services 13.14%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.8K 0.01%
100
77
$28K 0.01%
169
+1
78
$27.9K 0.01%
207
+1
79
$25.7K 0.01%
202
80
$25.6K 0.01%
111
+1
81
$24K 0.01%
244
+3
82
$23.8K 0.01%
105
83
$23.4K 0.01%
1,046
84
$23.2K 0.01%
790
+9
85
$23K 0.01%
1,241
+9
86
$21K 0.01%
464
+6
87
$19.8K 0.01%
65
88
$19.4K 0.01%
50
89
$19K 0.01%
104
90
$18.8K 0.01%
616
+8
91
$17.8K 0.01%
85
92
$17.3K 0.01%
234
93
$16.6K 0.01%
411
+3
94
$15.3K 0.01%
104
+1
95
$14.8K 0.01%
301
+1
96
$13.2K 0.01%
101
97
$13.1K 0.01%
59
98
$13K 0.01%
40
+1
99
$12.8K 0.01%
200
100
$12.6K 0.01%
256
+1
2 3
4
5 6